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In the News

CPPIB Focuses Managers on Long-Term

14 February 2018 - But CPPIB still has about 10 per cent of its assets handled by external managers in public market exposures. This style of investment management is not typically associated with the long term, so how the...

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Article

What We Heard in Davos

13 February 2018 - Another January has come and gone, and another week of discussions at Davos has drawn to a close. The discussions perennially grab headlines, whether because of the high-profile names spotted around town or the major...

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Incentive Alignment | Article

Key Terms of Effective Investment Mandates

18 January 2018 - Asset owners often have very long-term investment goals such as funding liabilities, building an endowment for perpetuity or providing for subsequent generations. For some, especially pension and retirement funds, these goals reflect the long-term needs...

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Incentive Alignment | Video

Rethinking Investment Mandates

11 December 2017 - At the Kempen Investment Seminar 4 October in London, FCLTGlobal CEO Sarah Williamson took part in a discussion on the future of investment mandates.

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Roadmaps

In the News

Mandate for Long-Term Change: Why Institutional Rules of Engagement Need a Rewrite

10 December 2017 - The Focusing Capital on the Long Term (FCLT) Global report released last week says the mandate rewrite would update a range of standard terms and conditions including fees, benchmarks and reporting to better align the...

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In the News

Asset Management Roundup: Link Fee Discounts to Long-Term Mandates

7 December 2017 - In a new report, FCLT Global, which advocates a long-term investment approach by pension funds and asset managers, provided 10 recommendations for setting up long-term investment mandates. The recommendations included replacing directly terminable contracts with five-year...

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In the News

Aligning Investor, Asset Manager Interests in the Pursuit of Long-Term Investment Success

6 December 2017 - The not-for-profit organization’s stated goal is to encourage investors, such as pension plans, to look at allocations through a longer-term lens. It brought together working groups of global institutional investors and asset managers to discuss...

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Incentive Alignment | Press Release

FCLTGlobal Publishes Proposal for Long-Term Institutional Investment Mandates

5 December 2017 - Boston, MA, December 5, 2017– FCLTGlobal, a not-for-profit organization that advocates for a longer-term focus in business and investment decision-making, has released its newest publication which presents a long-term model for drafting investment management contracts between asset owners...

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Long-Term Mandates

Strategy | Toolkit

Contract Provisions & KPIs For Long-Term Mandates

5 December 2017 - FCLTGlobal’s Long-term Model for Institutional Investment Mandates provides a starting point for negotiations and helps investors define mandates that are in line with their long-term goals.

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Elements of Long-Term Investment Mandates

Strategy | Toolkit

Top Ten Terms for Long-Term Mandates

5 December 2017 - Based on a series of working groups with leading asset owners and asset managers from around the world, we offer this list of questions to anchor investment mandate negotiations in a long-term direction.

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In the News

A Guide to Long-Term Mandates

5 December 2017 - The FCLT paper, Institutional Investment Mandates: Anchors for Long Term Performance, includes a top-10 list of recommendations for long-term mandates that covers fees, benchmarks, the term of the contract and performance reporting. It gives investors...

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Article

How Today’s Companies Select Metrics for Long-Term Success

30 November 2017 - Research consistently proves that many of today’s corporate executives believe that short-term pressure is growing, that it is changing their business decisions and that of their companies, and that these changes are destroying value for their...

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